Sage Financial Design, Inc.

Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.
Services offered include assistance with college funding, trust services, retirement planning, financial planning, investment management, estate and tax planning and preparation, personal injury settlement analysis, succession planning, business consulting and philanthropic planning and planned giving.
Most clients are on an annual retainer, but the firm also offers consultations on an hourly basis.
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Advisors at this Office

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This Office

548 Hopmeadow St Simsbury, CT 06070-2415 Phone: (860) 658-0443 Fax: (860) 651-3538

Primary Office

548 Hopmeadow St Simsbury, CT 06070-2415 Phone: (860) 658-0443 Fax: (860) 651-3538